FCA verified
18th September 2017

Attivo Financial Planning Limited

Independent Financial Adviser Trym Lodge, 1 Henbury Road, Westbury-On-Trym, Bristol, BS9 3HQ
Chartered Financial Planners providing specialist expertise in pensions, investments, property and tax planning since 1998.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Long term care
Meet our advisers
adviser-person
Stephen Harper DipIP PFA DipIP PFA
Managing Director
adviser-person
Frances Roch FPFS FPFS
Chartered Financial Planner
adviser-person
Tim McMahon BA (Hons) DipPFS Dip MGMT BA (Hons) DipPFS Dip MGMT
Head of Financial Planning
adviser-person
Andrew Wilkinson DipFA DipFA
Financial Planner
adviser-person
Ross Coombes DipPFS DipPFS
Financial Planner
adviser-person
Dan Dando DipFA DipFA
Financial Planner
adviser-person
Struan Robertson DipPFS DipPFS
Financial Planner
adviser-person
Nick Lawman
Financial Planner
adviser-person
Chris Skidmore DipPFS DipPFS
Paraplanner
Where to find us
About us

Attivo Financial Planning (formerly Fountain Independent) has been giving trusted financial advice since 1998. We are part of Attivo Group, an innovative financial services group of specialist companies, offering intellectual know-how and professional expertise in pensions, investments, property and tax planning.

Attivo Group includes Attivo Financial Planning, Attivo Financial Services, Attivo Investment Management, Attivo Property, MYSSAS and MYSIPP, which has received a Defaqto 5 Star Rating for the last four years.

Attivo Financial Planning is based in Cheltenham with offices in London, Manchester, Bristol and Nottingham.

Our services

We are a firm of Chartered Financial Planners offering specialist pensions, investment, property and tax planning advice. Our advisers will help you get your finances in order, organise the paperwork and give you a greater understanding of your pensions and investments, as well as ensure that you pay as little tax as possible. We are acknowledged pension transfer specialists and our Pensions Director, Frances Roch, is an expert in pension sharing on divorce. As part of the Attivo Group we have our own discretionary fund management company that creates investment strategies and manages client investment portfolios.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Attivo Financial Planning Limited is an Appointed Representative of Attivo Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 462105). Attivo Financial Planning Limited’s Firm Reference No. is 451967. Registered in England and Wales Company No 5747914. Registered Office: Jessop House, Jessop Avenue, Cheltenham, GL50 3SH, UK.

Similar advisers near you

Independent Financial Adviser 0 mi
Our mission, as independent financial advisers, is to provide peace of mind and financial wellbeing in later life
 
Independent Financial Adviser 0.18 mi
Independent and Chartered Financial Planners providing bespoke advice too match an individuals requirements
 
Independent Financial Adviser 0.27 mi
Fed up with the big impersonal banks and corporates? Call us now.
 
Independent Financial Adviser 0.4 mi